Clifford Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
6,002
-61
| -1% | -$8.59K | 0.69% | 20 |
|
|
2025
Q1 | $707K | Sell |
6,063
-488
| -7% | -$56.9K | 0.66% | 23 |
|
|
2024
Q4 | $824K | Sell |
6,551
-101
| -2% | -$12.7K | 0.63% | 23 |
|
|
2024
Q3 | $693K | Sell |
6,652
-339
| -5% | -$35.3K | 0.54% | 30 |
|
|
2024
Q2 | $679K | Sell |
6,991
-110
| -2% | -$10.7K | 0.55% | 29 |
|
|
2024
Q1 | $669K | Buy |
7,101
+510
| +8% | +$48K | 0.55% | 33 |
|
|
2023
Q4 | $615K | Buy |
6,591
+311
| +5% | +$29K | 0.57% | 32 |
|
|
2023
Q3 | $513K | Sell |
6,280
-592
| -9% | -$48.3K | 0.56% | 38 |
|
|
2023
Q2 | $587K | Buy |
6,872
+1,317
| +24% | +$112K | 0.63% | 38 |
|
|
2023
Q1 | $488K | Sell |
5,555
-547
| -9% | -$48K | 0.59% | 35 |
|
|
2022
Q4 | $519K | Buy |
+6,102
| New | +$519K | 0.65% | 36 |
|